Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 183 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,796,016
+55.1%
24,202
+59.6%
0.08%
+41.7%
Q2 2023$1,158,019
+37.0%
15,165
+30.3%
0.06%
+22.4%
Q1 2023$845,431
+61.4%
11,642
+54.4%
0.05%
+36.1%
Q4 2022$523,873
+8.2%
7,541
+7.3%
0.04%
-2.7%
Q3 2022$484,000
-1.0%
7,029
-0.3%
0.04%
-2.6%
Q2 2022$489,000
-18.4%
7,053
-1.9%
0.04%
-9.5%
Q1 2022$599,000
-9.9%
7,192
-3.6%
0.04%
-12.5%
Q4 2021$665,000
-66.6%
7,459
-62.6%
0.05%
-68.0%
Q3 2021$1,991,000
+14.4%
19,966
+17.0%
0.15%
+8.7%
Q2 2021$1,740,000
+90.2%
17,064
+83.3%
0.14%
+62.4%
Q1 2021$915,000
+3.6%
9,311
+1.8%
0.08%
+2.4%
Q4 2020$883,000
+13.1%
9,148
-5.4%
0.08%
-6.7%
Q3 2020$781,000
+13.7%
9,667
-0.1%
0.09%
-4.3%
Q2 2020$687,000
+36.9%
9,677
+4.8%
0.09%
+1.1%
Q1 2020$502,000
-24.1%
9,231
-12.4%
0.09%
+2.2%
Q4 2019$661,000
-4.1%
10,538
-11.1%
0.09%
-15.9%
Q3 2019$689,0000.0%11,853
+2.4%
0.11%
-3.6%
Q2 2019$689,00011,5770.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders